UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,610
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$585M
3
+$582M
4
HPE icon
Hewlett Packard
HPE
+$514M
5
LUV icon
Southwest Airlines
LUV
+$510M

Top Sells

1
+$660M
2
+$549M
3
+$513M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$480M
5
BA icon
Boeing
BA
+$458M

Sector Composition

1 Technology 19.9%
2 Financials 12.02%
3 Healthcare 8.46%
4 Consumer Discretionary 8.12%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3426
$2.84M ﹤0.01%
287,310
-13,419
3427
$2.84M ﹤0.01%
57,032
-2,171
3428
$2.83M ﹤0.01%
158,323
-227,509
3429
$2.83M ﹤0.01%
+91,394
3430
$2.83M ﹤0.01%
103,897
+99,627
3431
$2.83M ﹤0.01%
198,331
-350,747
3432
$2.83M ﹤0.01%
285,012
+171,161
3433
$2.83M ﹤0.01%
62,474
-20,484
3434
$2.82M ﹤0.01%
+110,136
3435
$2.82M ﹤0.01%
174,040
-541,221
3436
$2.82M ﹤0.01%
126,299
+25,662
3437
$2.82M ﹤0.01%
181,093
-10,345
3438
$2.82M ﹤0.01%
579,396
-10,825
3439
$2.81M ﹤0.01%
69,125
+6,265
3440
$2.81M ﹤0.01%
344,728
+216,098
3441
$2.79M ﹤0.01%
129,694
-451,648
3442
$2.79M ﹤0.01%
83,542
+17,467
3443
$2.78M ﹤0.01%
64,663
-102,014
3444
$2.78M ﹤0.01%
307,422
+195,163
3445
$2.78M ﹤0.01%
161,278
+2,582
3446
$2.78M ﹤0.01%
248,507
-268,534
3447
$2.77M ﹤0.01%
80,532
-165,836
3448
$2.77M ﹤0.01%
2,411,441
-1,622,837
3449
$2.77M ﹤0.01%
114,954
-3,087
3450
$2.75M ﹤0.01%
39,365
+10,006
136 137
138
139 140